Account Handler Private Clients/hnw
1 month ago
An opportunity for an Account Handler working with Private clients/HNW has become available with a leading and growing Broker.
The role of the Account Handler Private Clients/HNW has become available due to the growth of the company and you will be joining a well established team.
This role is a cradle to grave role, so as the Account Handler you will be creating documents for new customers in relation to their insurance requirements and obtain renewal terms for customers and research suitable alternatives to produce presentations; discussthese with customers during face to face meetings. You will coordinate all renewal quotes for existing customers along with any mid-term adjustments to be considered. Ensure all customer details are recorded accurately and entered onto system in a timely fashion.You will also manage insurer queries in relation to customer policies. Confirm cover with relevant insurers, process policies and chase up outstanding documentation when required.
This role would suit someone who has worked as an Account Handler with Private/HNW individuals and dealt with premiums ranging from £20k+.
For immediate consideration for this role, please send your CV to
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